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Preventing fake/false submissions with lead capture forms?
I'm looking for advice or recommendations on how to resolve a problem: We have a WordPress website with a "Contact Form 7" plugin connected to PipeDrive via an API hook. These Contact Form 7 forms exist on nearly every page of our website and act as Lead Capture Forms for our business: People who submit the form become new…
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Billing responsibilities without consuming a license
Is there a way to allow someone in our accounting group to take care of the billing activities without consuming a license? They do no take part in the other CRM activities - they only set up payment and make sure everything is okay on the billing front.
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The link was removed from the URL written in the deal note.
Until now, if I wrote the URL of the related deal in the note inside the deal, I could access another deal just by clicking the link. However, recently the deal screen has been renewed, and all the URL links are invalid and can not be pressed. Our company is very hard to use. When I contacted the support, they asked me to…
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hi, I'm trying to remove a custom field
and it keeps saying an error has occurred when updating this field. any thoughts as to why. thank you :)
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Hi everyone,
you would like to improve the digital signature of emails perhaps with a service such a
Hi everyone, you would like to improve the digital signature of emails perhaps with a service such as wisestamp.com
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One Time Filtering Capability in Contact/Org
Hello, I am familiar with how to create my own filters, but I am often slicing and dicing data to drill down to get a list or an organization count by specific parameters. Is there a way to filter in Pipedrive similar to how I would in excel (without exporting every time)? I find that I end up building endless filters that…
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Call logging - Desktop
I was wondering if anyone could help. We use Microsoft teams as our VOIP and can make calls direct from Pipedrive as all set up as the default phone call handler for VOIP. However, when you make a call on the desktop it doesn't give any options to log the call. I've seen this is possible on the mobile app but can't see it…
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Why is an app suddenly a manager account and i cant reach support?
I installed an app and deinstalled it, because it was not working. No i cant reach support, because in the Chatwindow and also via email it says, my account is managed by them and i have to contact them. wtf is this? how can i revoke this? I never gived permission to manage my account. iam the only owner and i cant see…
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Duplicating Reports for Multiple Dashboards
I have created a set of reports that I would like to duplicate across multiple dashboards, however, there doesn't appear to be a way to do this. Am I missing something??
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Duplicate Insights
Is there an easy way to duplicate insights on the same dashboard? For example I want 4 separate insights on deal performance, showing deals added into our pipeline, one for last week, another for last month, another for the quarter and one for the whole financial year. At the moment I have to manually create each insight…
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When I am in a Deal or Contact, can I search only those emails linked to it?
When I am viewing a Deal or Contact, I can see all the linked emails I have sent to them, but is there a way for me to quickly search only these emails for keywords, attachments, names, etc? I know there is a section in Pipedrive where I can search all emails, but often times I am just wanting to check really quickly if…
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Changer l'étiquette de "personne" lors d'un changement d'étape dans le tunnel
Bonjour, Est-il possible d'automatiser les étiquettes pour qu'elles changent automatiquement lorsque le prospect change d'étape de vente? Merci
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Insights on Labels not working
I get the following error when creating a report based on a custom lead label "This report contains a custom field that no longer exists." - I have checked and the label / custom field exists. It also shows up correctly in the report preview, but then when I click on save it breaks. Please help!
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Bug when saving an activity?
PD used to close your activity automatically when you clicked save but now you have to move your hand/mouse and click a tiny cross so PLEASE change back as you are slowing us down :-(
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How to improve customer communication webinar Q&A
Hello! Happy Friday! ☀️ Thank you everyone for attending our April 12th webinar. We heard your questions during our event and we want to make sure that you get the answers you need! We had a lot of great questions, but unfortunately time ran short and we weren't able to answer them all live. To make sure that you get the…
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PipeDrive Deal stages log
Hi, guys! Please help me to find a way to get API which will show me logs of Deal Stages moving. We found the 'Activities' API, where we found a filter 'user_id', and there we found an info that user changed a stage of the deal. But it's not what we are searching. We need some way that navigate us to exact deal, where we…
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Emails I archive in gmail don't get archived in Pipedrive
Hi all This has been an issue from Day One that has kept me from using Pipedrive as a full time email client. I've disconnected my account on several occasions and it hasn't helped. Emails that I archive in my gmail inbox still appear in my pipedrive inbox. Only emails that I archive within pipedrive actually get archived…
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Can someone give me clarity on Product Prices?
I am trying to understand the difference between Unit Price, Cost Per Unit, and Direct Cost. The support desk provided me with a list of definitions, but I'm looking for more of a layman's explanation so I make sure I understand it.
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Notes on deal not showed in organization?
Hi to all, I've noticed that if I write a Note inside a deal, this note is not showed on the organization view. Is it normal? Why?
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Bulk upload deals
Is there any way to bulk upload a csv of deals with relevant additional fields i.e. contact name etc? Thanks!
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Adjusting duration of Notifications
The notifications in Pipedrive are too quiet and some don't seem to exist. When I get someone mentioning me in a deal the notification is very quick and there is a 95% chance I don't see it. It would be good if there was an option to have the notification stay on the screen for a longer time or until the user clicks it for…
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Removing sales rep from "[x] PEOPLE IN THIS CONVERSATION" frame?
Is there a way to remove the sales rep from my organization from showing up in the "[x] PEOPLE IN THIS CONVERSATION" frame? Or at least not make them the default displayed person? I feel like Pipedrive didn't use to do this and now it's adding extra time and clicks to organize my communications. For illustration, the…
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Hi, I am having problem to login to my account. or is there any way I can change my password so that
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Opportunities that come to us from Agents
Hello - our business (telecommunications) gets many of our opportunities (deals) from the agent channel. Many times all of the communication during the sales process is with the agent who brought the opportunity in, and not with an actual contact at the company (organization). And many times we don't get a contact with the…
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Specific fields require updating when moving to specific stage?
Hi All, I know hubspot can do this, not sure if there is a work-around on pipdrive? Can you make a field need updating or a pop-up notifying you to update when you move deal to a specific stage? For example moving from 'Quoting' stage to 'Quote Sent' stage, can you make it a requirement to update the deal value or a…
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Why am I not able to chat with Pipedrive as I've done numerous times before?
For some reason(s) I'm suddenly unable to chat with Pipedrive and am being referred to a "Solution Provider." The referral is to the same individual that installed Pipedrive and some other software for us a few years ago. However, we did not renew our contract with him. Has this occurred to anyone else? If so, what have…
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Organization Visibility - be able to see but not edit
I need to set-up visibility for my team members so that they can look-up and see that an organization exists and is assigned to somebody else in Pipedrive but not be able to edit the organization or move the organization from that other person to themselves. I'm told this can't be done in Pipedrive. Is anyone aware of a…
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Question: Can we keep deals in pipeline even when they got marked as 'won'?
Hi, this is an interesting question from my client. Can we keep deals in pipeline even when they got marked as 'won'? According to the Help Center article, Pipedrive automatically hides all the deals won or lost. Any deal that has been marked as Won or Lost is removed from that view, as it no longer requires your continued…
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Calendar sync: how do I stop my private Outlook entries from showing up in my Pipedrive calendar?
Do you also have the problem that private calendar entries in Outlook are synchronized with Pipedrive and are therefore visible to everyone?
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Recruitment Users
Hi, looking at using Pipedrive for our business which is a recruitment company. Is anyone out there a recruiter using this and how do you use it please?